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RWIFX vs TNBRX
RWIFX vs TNBRX Comparison
Open Charts RWIFX vs TNBRX
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
1290 SmartBeta Equity R
Price$19.48
Change-$0.22 (-1.12%)
VolumeN/A
Net Assets224.99M
RWIFX vs TNBRX Comparison Chart
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RWIFX vs. TNBRX commentary
Jun 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RWIFX is a Buy and TNBRX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 132B vs. TNBRX (225M). RWIFX pays higher dividends than TNBRX: RWIFX (1.80) vs TNBRX (0.68). RWIFX was incepted earlier than TNBRX: RWIFX (23 years) vs TNBRX (11 years). TNBRX (1.62) is less costly to investors than RWIFX (0.46). TNBRX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). TNBRX has a lower initial minimum investment than RWIFX: TNBRX (0) vs RWIFX (250). TNBRX annual gain was more profitable for investors over the last year : 8.25 vs. RWIFX (6.65). TNBRX return over 5 years is better than : 58.83 vs. RWIFX (53.30).
| RWIFX | TNBRX | RWIFX / TNBRX | |
| Total Expense Ratio | 0.46 | 1.35 | 34% |
| Annual Report Gross Expense Ratio | 0.46 | 1.62 | 28% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 9.163 | 5.183 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 225M | 58,667% |
| Annual Yield % from dividends | 1.80 | 0.68 | 265% |
| Returns for 1 year | 6.65 | 8.25 | 81% |
| Returns for 3 years | 45.12 | 45.53 | 99% |
| Returns for 5 years | 53.30 | 58.83 | 91% |
| Returns for 10 years | 53.59 | 103.51 | 52% |
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